Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Edward Levine is a registered representative of Woodstock Wealth Management, Inc., with offices in Tequesta, Florida and Newton, Massachusetts. Max Edward Levine is also registered as an investment advisor representative in Florida, Massachusetts, and New Hampshire. Max Edward Levine has been in the securities industry since April 2021. Max Edward Levine has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Combined State Law Examination (Series 66).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
10/04/2024 - Present
Woodstock Wealth Management, Inc. (Tequesta FL)
Active
Inactive
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